JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Broadcom
AVGO
|
+$4.02B |
| 2 |
Walt Disney
DIS
|
+$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$2.19B |
| 4 |
Walmart
WMT
|
+$2.04B |
| 5 |
McDonald's
MCD
|
+$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
+$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Duolingo
DUOL
$14.2B
| $37.1M | ﹤0.01% |
114,515
-7,741
| -6% | -$2.51M |
|
1327
ScottsMiracle-Gro
SMG
$3.56B
| $37.1M | ﹤0.01% |
559,121
-32,031
| -5% | -$2.12M |
|
1328
Park Hotels & Resorts
PK
$2.4B
| $37.1M | ﹤0.01% |
2,635,641
-852,456
| -24% | -$12M |
|
1329
Benchmark Electronics
BHE
$1.44B
| $37M | ﹤0.01% |
815,499
+253,730
| +45% | +$11.5M |
|
1330
Wynn Resorts
WYNN
$12.9B
| $36.9M | ﹤0.01% |
428,743
+62,998
| +17% | +$5.43M |
|
1331
Blue Owl Capital
OBDC
$7.29B
| $36.8M | ﹤0.01% |
2,436,706
+174,759
| +8% | +$2.64M |
|
1332
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $36.6M | ﹤0.01% |
766,731
+65,969
| +9% | +$3.15M |
|
1333
Core Scientific
CORZ
$4.75B
| $36.6M | ﹤0.01% |
2,604,565
+2,166,753
| +495% | +$30.4M |
|
1334
News Corp Class A
NWSA
$16.6B
| $36.5M | ﹤0.01% |
1,323,923
-134,946
| -9% | -$3.72M |
|
1335
Home BancShares
HOMB
$5.79B
| $36.4M | ﹤0.01% |
1,285,348
+250,703
| +24% | +$7.09M |
|
1336
Golub Capital BDC
GBDC
$3.94B
| $36.2M | ﹤0.01% |
2,385,828
+49,519
| +2% | +$751K |
|
1337
Hyatt Hotels
H
$13.9B
| $36M | ﹤0.01% |
229,332
-86,322
| -27% | -$13.6M |
|
1338
Evolent Health
EVH
$1.08B
| $35.9M | ﹤0.01% |
3,190,445
-925,600
| -22% | -$10.4M |
|
1339
Cirrus Logic
CRUS
$5.91B
| $35.9M | ﹤0.01% |
360,188
+63,831
| +22% | +$6.36M |
|
1340
DigitalOcean
DOCN
$3.33B
| $35.8M | ﹤0.01% |
1,050,823
-106,665
| -9% | -$3.63M |
|
1341
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.74B
| $35.8M | ﹤0.01% |
470,444
+355,951
| +311% | +$27.1M |
|
1342
Southwest Gas
SWX
$5.69B
| $35.7M | ﹤0.01% |
505,555
+229,739
| +83% | +$16.2M |
|
1343
NMI Holdings
NMIH
$3.13B
| $35.7M | ﹤0.01% |
971,863
+196,059
| +25% | +$7.21M |
|
1344
M/I Homes
MHO
$4.14B
| $35.6M | ﹤0.01% |
267,882
+198
| +0.1% | +$26.3K |
|
1345
Arvinas
ARVN
$573M
| $35.6M | ﹤0.01% |
1,857,078
-472,225
| -20% | -$9.05M |
|
1346
Royalty Pharma
RPRX
$15.9B
| $35.6M | ﹤0.01% |
1,395,242
+105,824
| +8% | +$2.7M |
|
|
VRE
1347
Veris Residential
VRE
$1.51B
| $35.3M | ﹤0.01% |
2,124,570
+21,713
| +1% | +$361K |
|
1348
CACI
CACI
$10.8B
| $35.3M | ﹤0.01% |
87,435
-17,236
| -16% | -$6.96M |
|
1349
Herc Holdings
HRI
$4.29B
| $35.3M | ﹤0.01% |
186,558
+82,834
| +80% | +$15.7M |
|
1350
Norwegian Cruise Line
NCLH
$12.2B
| $35.2M | ﹤0.01% |
1,367,893
-8,829
| -0.6% | -$227K |
|